Paraplanner - hybrid working 2 days office 3 days home

Reed; Gloucester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in wealth management is seeking a dedicated Paraplanner to join their dynamic team. This role offers a hybrid working model, allowing you to balance office and home work effectively. You will play a crucial role in supporting Financial Planners by providing comprehensive research and analysis to meet client objectives. If you have a strong background in financial services and a passion for delivering exceptional client service, this is an exciting opportunity to grow within a forward-thinking organization. Join a team that values your expertise and contributes to innovative financial solutions.

Qualifications

• Experience in a similar role within financial services.
• Fully Diploma qualified with strong interpersonal skills.

Responsibilities

• Assist Financial Planners by producing quality documents.
• Conduct research and analysis of investment funds.

Skills

Technical financial knowledge

Data research

Report writing

Customer service

Planning and organizational skills

Attention to detail

Education

Diploma in Financial Services

AFPC qualification

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

IO back-office software

FE Analytics

Job description

Paraplanner - hybrid working 2 days office 3 days home

Reed Financial Services is representing a forward-thinking and growing wealth management business committed to providing the very best financial advice through top-quality teams. They currently have an opportunity for a Paraplanner to join either of their offices due to expansion.

In this role, you will be responsible for providing excellent service to Financial Planners by producing quality documents that deliver clear advice to clients, based on solid market research and the clients' financial objectives. This role is ideal for someone with experience as a Paraplanner within Financial Services who is looking to join an exciting, growing company.

Technical Support and Knowledge

• Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
• Review client objectives to ensure they are clear, concise, and achievable, considering the client's financial circumstances.

Research and Recommendations

• Provide research and analysis of investment funds and financial products, aligning with client objectives.
• Conduct fund research using Fidelius panel or FE Analytics where appropriate.
• Review asset allocation for investment and pension holdings.
• Complete financial cashflow forecasts to demonstrate the client’s current and future financial position.
• Prepare Financial Plans outlining the client’s current position, future goals, and steps to achieve them.
• Prepare fund switch and encashment letters based on advice provided.
• Obtain applications, key features documents, factsheets, illustrations, and product comparison quotes from appropriate sources, providing clear research of the advice given.
• Liaise with Product Providers / Third Parties regarding technical queries.

Essential Skills

• Previous experience in a similar role within financial services.
• Practical application of technical financial knowledge.
• Experience in data research and report writing within financial services.
• Proficiency with Microsoft Office products (Word, Excel, Outlook, PowerPoint) or similar tools.
• Professional attitude with a strong customer focus to achieve optimal outcomes for clients and the business.

Desirable Skills

• Experience working in a small to medium-sized financial services environment.
• Experience with IO back-office software.
• Experience with FE Analytics research tool.
• Experience working through significant change.
• Experience with Discretionary Fund Managers.

Skills & Qualifications

Essential:

• Fully Diploma qualified.
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal.
• Excellent customer service skills.
• Strong planning and organizational skills.
• Ability to meet deadlines.
• Attention to detail and accuracy.

Desirable:

• AFPC qualification or working towards it.
• Understanding of cashflow modelling.
• Broad knowledge of the Financial Services Industry and high-level technical knowledge.
• Experience with cashflow modelling.
• Ability to manage and complete projects.